Northrock Partners
Finance and Business Consultant
Thrivent Financial Oct 2017 - Jul 2019
Director of Business Intelligence and Finance
Ameriprise Financial Services, Inc. 2013 - 2017
Director of Business Analysis, Intelligence
Ameriprise Financial Services, Inc. 2004 - 2013
Director of Business Development
American Express Financial Advisors 2003 - 2004
Senior Manager Business Development, Financial Services Center
Education:
University of Minnesota - Carlson School of Management
Bachelors, Bachelor of Science, Accounting
Skills:
Financial Services Business Analysis Financial Planning Strategic Planning Tableau Salesforce Microsoft Office Microsoft Excel Budgeting and Forecasting Variance Analysis Key Performance Indicators Forecasting Customer Relationship Management Analytics Business Planning Business Development Business Strategy Project Planning Accounting Retirement Planning Sales Operations Budgeting
Sir Richard McBride Elementary School New Westminster Saudi Arabia 1958-1958, American School Monterrey TX 1959-1961, Collins Elementary School Houghton Lake MI 1961-1961, Hawthorne School Dartmouth Swaziland 1962-1963, Prince Arthur Junior High School Dartmouth Swaziland 1963-1963